Lead Financial Advisor
Advisor Talent Solutions • East Honolulu, HI47d • Onsite
Financial Advisor Jobs
2,647 jobs found — updated daily
Financial Planner
Advisor Talent Solutions • Columbia, SC47d • $70,000 - $100,000 • OnsiteFinancial Advisor
HawaiiUSA Federal Credit Union • Honolulu, HI47d • HybridFinancial Solutions Advisor
Bank of America • Las Vegas, NV47d • HybridFinancial Aid Advisor
University of Arkansas System • Little Rock, AR48d • OnsiteFinancial Advisor Trainee
Raymond James • Frisco, TX48d • OnsiteFinancial Advisor
Corebridge Financial • Cincinnati, OH48d • RemoteFinancial Advisor
Corebridge Financial • Minneapolis, MN48d • RemoteFinancial Advisor
Corebridge Financial • Bismarck, ND48d • RemoteFinancial Solutions Advisor
Bank of America • Montvale, NJ48d • $70,000 - $80,000 • OnsiteAssociate Financial Advisor I
LPL Financial • Spokane, WA48d • $54,700 - $91,100Financial Advisor
TD • Manchester, NH48d • $72,280 - $108,160 • OnsiteFinancial Aid Advisor
Paul Mitchell Schools • Modesto, CA48d • $20 - $25 • OnsiteClient Advisor
Focus Financial Partners • Boston, MA48d • $60,000 - $70,000Wealth Advisor
Sequoia Financial Group Llc • Mayfield Heights, OH48d • HybridStudent Financial Aid Advisor
Texas Tech University • Lubbock, TX48dFinancial Relationship Advisor
Park Community Credit Union • Louisville, KY48d • $24 - $24 • OnsiteFinancial Advisor
First Command Financial Services, Inc. • Town and Country, MO48dSenior Vice President, Financial Advisor
Wealth Enhancement Group • Pittsford, NY48d • OnsiteClient Services Advisor
Spieldenner Financial Group • Rockville, MD48d • Remote
Lead Financial Advisor - Aina Haina, HI
Advisor Talent Solutions•East Honolulu, HI
•Onsite
About The Position
E.A Buck Financial Services in Aina Haina, HI is seeking to add a Lead Advisor to their Team. This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, a robust marketing engine that includes TV and digital leads and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include building financial plans for new prospective clients that will be onboarded to the firm. Advisors Advise, we Advertise! If you don’t like busywork and instead prefer to see productivity lead to profitability, we look forward to speaking with you.
Requirements
- College degree preferred
- 2+ years of financial service experience required
- Series 66 or 65 and Life and Health required
- Experience selling AUM and Annuities required
- Ability to bring a small book of business
- Strong organizational, prioritization, interpersonal and management skills
- Excellent communication skills; both verbal and written
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
Responsibilities
- Prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice to include investment, insurance, and retirement
- Develop, manage, and retain strong client relationships
- Meet individual and team goals
Benefits
- 401k with generous matching
- 100% employer paid insurance (health, vision, dental)
- Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
- Paid holidays
- PTO
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
Job Search Resources
Career Resources
Build a Resume for Financial Advisor
The resume builder that gets results.
- Get clear feedback so you look as qualified as you are
- Align your resume with the job to get further in the process, faster
- Take the guesswork out of resume writing
